CSA Locator - Find A Certified Senior Advisor
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Rick Fox

Certified since 2019-05-07
Email: rick.fox@curaepbm.com
Phone: 804-500-9798
Location: 1806 Summit Ave, Suite 300
Richmond, Virginia 23230
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Main Industry:
Specialty:
Description of Services:

A Personal Business Manager (daily money manager) performs day-to-day financial oversight and personal business tasks for any individual, family, or busy professional that is unable, or does not have the time or desire, to perform the activities themselves. We care for your personal financial matters, so you don’t have to. I founded Curae- Personal Business Management to serve the daily money management needs of seniors, busy professionals, and high net worth individuals. Let us be your personal business manager and give you peace of mind and freedom to focus on what’s most important to you. Visit us at https://curaepbm.com/.

Biographical Information:

With over 35 years of experience in accounting and technology, I am a Certified Public Accountant (CPA) and founded Curae- Personal Business Management so you can offload your daily money management cares and focus on what is most important to you. I am a proud member of: The American Institute of CPAs, The Virginia Society of CPAs, and The American Association of Daily Money Managers.

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